ActualBudget-UpBank-TransactionImporter

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ActualBudget-UpBank-TransactionImporter

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Open Source Transaction Importer for Up Bank to Actual Budget

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# Up Bank → [Actual Budget](https://github.com/actualbudget/actual-server) Importer

[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://raw.githubusercontent.com/Nodemana/ActualBudget-UpBank-TransactionImporter/production/LICENSE)
[![Docker Pulls](https://img.shields.io/docker/pulls/nodemana/actualbudgetupimporter)](https://hub.docker.com/r/nodemana/actualbudgetupimporter)
[![Open Issues](https://img.shields.io/github/issues/Nodemana/ActualBudget-UpBank-TransactionImporter)](https://github.com/Nodemana/ActualBudget-UpBank-TransactionImporter/issues)

**Automatically sync your Up Bank transactions with Actual Budget** – no manual CSV exports needed!

🚀 **Key Features**:
- **One-Time Setup**: Map accounts once, sync forever.
- **Hourly Updates**: Transactions sync every hour via Docker.
- **Self-Hosted & Private**: Your data stays on your machine.
- **Free & Open Source**: No subscriptions, no tracking.

Built for Up Bank users who love Actual Budget but hate manual imports.

## Roadmap

- [x] **Docker**: Containerised setup.
- [ ] **2Up Compatibility**: Allow for multiple Up accounts including 2Up.
- [ ] **Web UI**: Browser-based setup for non-technical users.
- [ ] **Settings**: Allow users to easily change settings like sync frequency.
- [ ] **Stock Portfolio Import**: Automatic imports of your stock portfolio as an off-budget account.

## Why Use This?

If you’re an **[Up Bank](https://up.com.au/)** user who loves **[Actual Budget](https://github.com/actualbudget/actual-server)**, you’ve probably:
- Wasted time manually exporting CSV files
- Forgotten to sync transactions for weeks
- Felt frustrated by Actual Budget’s lack of direct integration

This tool solves those problems by automating everything. No more spreadsheets!

## Quickstart (Docker Recommended)

### 1. Pull Docker Image
The docker image is hosted on docker hub: https://hub.docker.com/r/nodemana/actualbudgetupimporter/tags.

`docker pull nodemana/actualbudgetupimporter:latest`

### 2. Obtain Up Bank API Key:
- Log in to your Up Bank online banking portal.
- Navigate to the developer section (may vary depending on Up Bank's interface).
- Generate a new API key and copy it for later use.

### 3. Obtain Actual Budget Credentials:
- Log in to your Actual Budget account.
- Top left click your budget -> Settings -> Advanced Settings -> Then record your Sync ID.
- Locate your Actual Budget Account IDs. (These are IDs for each of your individual on or off budget accounts).

### 4. Set up your `.env` File
```# .env
ACTUAL_BUDGET_ID="your_sync_id"
ACTUAL_BUDGET_PASSWORD="your_password"
UP_BANK_ACCESS_TOKEN="your_up_api_key"
ACTUAL_BUDGET_SERVER_URL="http://localhost:5006"  # Change if hosted
ACTUAL_BUDGET_ENCRYPTION_PASSWORD="your_E2E_encryption_password"
CRON_SCHEDULE="0 * * * *" #schedule for updates i.e. "0 * * * *" will update transactions on minute 0 of every hour (hourly). "5 0 * * *" will update transactions daily at 12:05am.
UTC_TIMEZONE_OFFSET=0 #Default is 0, add your local UTC timesone offset like +10 or -10 etc.
UP_BANK_SYNC_START="your_sync_start_date" # Date & time in rfc-3339 format YYYY-MM-DDTHH:MM:SS[Z or +HH:MM]
```

ℹ️ **Tip:** If you're not familiar with cron syntax, check out [cronguru](https://crontab.guru).

### 5. Run the container to get your accound ID's
Now we need to run the docker image so that we can extract our account id's.

`docker run --env-file .env nodemana/actualbudgetupimporter:latest`

if you are running actual budget server on your local machine then you will need to pass --network="host"
So you would run:

`docker run --env-file .env --network="host" nodemana/actualbudgetupimporter:latest`

**(This will fail but print your Up/Actual Budget account IDs – copy these)**

### 5. Update `.env` with account mappings:
Record these in your .env files like so:
```
# left is up id, right is actual budget id
UP_ACCOUNT_MAPPING={"up_account1": "actual_budget_account1","up_account2": "actual_budget_account1"}
```
⚠️ **Security Note**:
Never commit your `.env` file or share API keys. Up Bank tokens have full read access to your transactions!

Explanation of `UP_ACCOUNT_MAPPING`: This section is crucial for mapping your Up Bank accounts to the correct accounts in Actual Budget. You need to replace the placeholder IDs with your actual IDs. For example:
```
{
  "12345678-abcd-efgh-ijkl-1234567890ab": "98765432-zyxw-vuts-rqpo-0987654321dc",
  "98765432-zyxw-vuts-rqpo-0987654321dc": "56789012-lkjh-gfed-cba9-2109876543fe"
}
```

This maps the Up Bank account with ID `12345678-abcd-efgh-ijkl-1234567890ab` to the Actual Budget account with ID `98765432-zyxw-vuts-rqpo-0987654321dc`, and so on. You can add as many mappings as you'd like.

### 6. Run the final container
Now we have all the variables we need, we can now run the docker container in the background.

_You can either use docker run or compose._

Docker run:

`docker run -d --env-file .env --network="host" nodemana/actualbudgetupimporter:latest`

Docker compose:

- Create the compose file 'docker-compose.yml' in your working directory.
  - Update the example compose file below as applicable.

```# docker-compose.yml
services:
  actualbudgetupimporter:
    image: nodemana/actualbudgetupimporter:latest
    container_name: actualbudget-up-sync
    env_file: ./.env # Path to your environment variables dotenv file (.env). Default './.env' if your dotenv file is in the same directory as your composefile.
    #environment: # Enable if you're defining any environemnt variables in your compose (rather than via dotenv). Do not enable on its own - if enabled, you must pass one or more variables (i.e. '- TZ=Etc/UTC')
      #- TZ=Etc/UTC # If you're defining a timezone for the container here, rather than in your dotenv file, enable this and the line above 'environemnt:'. This is optional.
    #network_mode: host # If you are running actual budget server on your local machine then you will need to pass 'network_mode: host', so enable this.
    #restart: unless-stopped # Restart policy. Default flag is `no`. More info here: https://docs.docker.com/engine/containers/start-containers-automatically/#use-a-restart-policy
```

ℹ️ **Tip:** Commands in the example compose file that start with '#' are commented out and not enabled. To enable them, remove the proceeding '#' (i.e. `#network_mode: host'` is disabled, `network_mode: host` in enabled.)

- Run your compose file.
`docker compose up -d`

**Done!** Transactions sync hourly.

## Need Help? Found a Bug?

- [Open an Issue](https://github.com/Nodemana/ActualBudget-UpBank-TransactionImporter/issues)

✨ **Star this repo** if it saved you time!

## Contributing

1. Fork the repo
2. Create a feature branch: `git checkout -b feat/awesome-feature`
3. Commit changes: `git commit -m 'feat: add awesome feature'`
4. Push: `git push origin feat/awesome-feature`
5. Open a PR!

First time contributing? Check out [good first issues](https://github.com/Nodemana/ActualBudget-UpBank-TransactionImporter/issues?q=is%3Aopen+is%3Aissue+label%3A%22good+first+issue%22).

<details>
<summary>Source Code Installation Steps</summary>

#### 1. Clone the Repository:
- Open a terminal window (Command Prompt on Windows, Terminal on Mac/Linux). You can use a free online terminal emulator if you don't have one installed.
- Navigate to the directory where you want to download the project files. Then, run the following command to clone the repository:

```git clone https://github.com/YOUR_USERNAME/ActualBudget-UpBank-TransactionImporter.git```

- Replace YOUR_USERNAME with your GitHub username.

#### 2. Install nvm:
  - Open a terminal window.
  - Run the following command to download and install the nvm script: **NOTE You will need a WSL terminal if on Windows.**

`curl -o- https://raw.githubusercontent.com/nvm-sh/nvm/v0.39.3/install.sh | bash`

Note: Replace v0.39.3 with the latest nvm version number if you prefer. Check the official nvm GitHub repository for the latest version: https://github.com/nvm-sh/nvm
  - Close and reopen your terminal window for the changes to take effect.

#### 3. Verify nvm installation:
- Run the following command to check if nvm is installed correctly:
    `nvm -v`
This should print the installed nvm version.

#### 4. Install Node.js version 18.14.1:
- Use the following command to install Node.js version 18.14.1:
  `nvm install 18.14.1`

#### 5. Verify Node.js installation:
- Run the following commands to verify the installed Node.js version and npm version:
```
node -v
npm -v
```
These should print v18.14.1 for Node.js and the corresponding npm version.

#### 6. Install Project Dependencies:
Navigate to the cloned repository directory using the cd command in your terminal. Then, run the following command to install the project's dependencies:

`npm install`
This will download and install all the necessary libraries needed for the script to function.

#### 7. Obtain Up Bank API Key:
- Log in to your Up Bank online banking portal.
- Navigate to the developer section (may vary depending on Up Bank's interface).
- Generate a new API key and copy it for later use.

#### 8. Obtain Actual Budget Credentials:
- Log in to your Actual Budget account.
- Navigate to your profile settings.
- Locate your Actual Budget ID (a unique identifier for your account).
- Locate your Actual Budget Account IDs. (These are IDs for each of your individual on or off budget accounts).

#### 9. In The autorun.sh File:
- In the project's root directory (where you cloned the repository), there is a file called autorun.sh. This file is used to store sensitive information like API keys and passwords securely and is the entry point of the automated script.
- Open the autorun.sh file with a text editor and add your credentials to the other side of the equals signs:

```
export ACTUAL_BUDGET_ID=
export ACTUAL_BUDGET_PASSWORD=
export ACTUAL_BUDGET_SERVER_URL=    # http://localhost:5006
export ACTUAL_BUDGET_UP_ACCOUNT_ID=

# left is up id, right is actual budget id
export UP_ACCOUNT_MAPPING='{
    "up_account1": "actual_budget_account1",
    "up_account2": "actual_budget_account1"
}'

export UP_BANK_ACCESS_TOKEN=

```
**Important**: Never commit this file to your version control system (e.g., GitHub) as it contains sensitive information.

#### 10. Running the Script (Simplified Method):

Option 1: Manual Execution

Open a terminal window and navigate to the project's root directory.

Run the following command to execute the script:
`./autorun.sh`

Option 2: Scheduled Execution (Recommended - Cron Job)

To automate the script to run periodically (e.g., daily), you can use cron (on Linux/macOS) or Task Scheduler (on Windows).

Example Cron Job (runs daily at 3:00 AM):
- Open your crontab for editing:
    `crontab -e`
- Add the following line to the crontab (adjust the path to your autorun.sh script):
`0 3 * * * /path/to/your/project/autorun.sh`
- Replace `/path/to/your/project/autorun.sh` with the absolute path to the autorun.sh file. You can get the absolute path by running pwd in your project directory and then appending /autorun.sh.

Explanation of the Cron Expression:
- 0: Minute (0-59)
- 3: Hour (0-23)
- *: Day of the month (1-31)
- *: Month (1-12)
- *: Day of the week (0-6, Sunday is 0)

This setup will run the script every day at 3:00 AM.

</details>

## Synology Docker Compose Instructions

If you setup your Synology using the [Dr_Frankenstein's Synology Docker Guides](https://drfrankenstein.co.uk/) then the following docker compose should work for you. The below uses only docker compose, there is no .env file. Assumed pre-requisites are:
- You are using Actual with Tailscale
- You are running GluTUN on your synology

```yml
services:
  ts-actual-server:
    image: tailscale/tailscale:latest
    ports:
      # This line makes Actual available at port 5006 of the device you run the server on,
      # i.e. http://localhost:5006. You can change the first number to change the port, if you want.
      - '5006:5006'
    container_name: ts-actualserver
    hostname: actual-server
    environment:
      - PUID=[Synology User Id of user that has access to "volumes" below]
      - PGID=[corresponding Group Id for the above synology user]
      - TZ=[Europe/London or your relevant timezone]
      - TS_AUTHKEY=[Tailscale auth key. Looks like "tskey-auth-xxxxxxxxxxxx"]
      - TS_STATE_DIR=/var/lib/tailscale
      - TS_USERSPACE=false
      - TS_SERVE_CONFIG=/config/serve-config.json
    volumes:
      - /volume1/docker/actualbudget/state:/var/lib/tailscale # Tailscale state directory
      - /volume1/docker/actualbudget/config:/config # Tailscale config directory
    devices:
      - /dev/net/tun:/dev/net/tun # TUN device for Tailscale. Assumes you are running GluTUN on your synology
    cap_add:
      - net_admin
    restart: always

actual_server:
    image: docker.io/actualbudget/actual-server:latest
    container_name: actual-budget
    network_mode: service:ts-actual-server
    depends_on:
      - ts-actual-server
    volumes:
      # Change './actual-data' below to the path to the folder you want Actual to store its data in on your server.
      # '/data' is the path Actual will look for its files in by default, so leave that as-is.
      - /volume1/data/actualbudget:/data
    healthcheck:
      # Enable health check for the instance
      test: ['CMD-SHELL', 'node src/scripts/health-check.js']
      interval: 60s
      timeout: 10s
      retries: 3
      start_period: 20s
    restart: always

actualbudgetupimporter:
    image: nodemana/actualbudgetupimporter:latest
    container_name: actual-budget-up-sync-ben
    environment:
      - ACTUAL_BUDGET_ID=[actual budget sync Id]
      - ACTUAL_BUDGET_PASSWORD=[actual budget password]
      - UP_BANK_ACCESS_TOKEN=[your up bank access token]
      - ACTUAL_BUDGET_SERVER_URL=http://192.168.X.XXX:5006 # replace with your actual server URL or IP
      - UP_BANK_SYNC_START=2025-09-01T00:00:00+00:00
      - UP_ACCOUNT_MAPPING={"Up bank account id 1":"Actual Budget account id 1"} # left is up id, right is actual budget id
    network_mode: service:ts-actual-server
    restart: unless-stopped
    ```

ActualBudget-UpBank-TransactionImporter

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